Graduate Associate Program (Wealth Management)

PINNACLE CONSULT PTE. LTD.

Singapore, Singapore
Portfolio strategy development and testing
Global market analysis and trend spotting
Client meeting participation with senior advisers
The role involves building and testing portfolio strategies for real client scenarios rather than just theory

Job Summary

  • The role involves building and testing portfolio strategies for real client scenarios rather than just theory.
  • Candidates will work alongside senior advisers during client meetings and investment deep-dives to design tailored solutions.
  • Success requires growing a client network through genuine relationship-building instead of cold calls.

Matching Summary

Match Score: 75

The role involves building and testing portfolio strategies for real client scenarios rather than just theory.

Skills & Requirements

Must-have

  • Portfolio strategy development and testing
  • Global market analysis and trend spotting
  • Client meeting participation with senior advisers
  • Designing investment solutions for clients
  • Relationship building without cold calling

Nice-to-have

  • Understanding of macroeconomic shifts
  • Experience with real client scenarios
  • Interest in structured products and funds
  • Proactive trend identification skills

Key Requirements

  • Graduate level education or equivalent experience
  • Strong analytical skills for global markets
  • Ability to work in client-facing environments

Work Rights

Not specified

Tailored Resume

Cover Letter